Mastrangelo/Whelan assists Natick residents with financial remedies and suggestions for situations such as, estate planning, insurance and retirement. It also offers assistance to those in need of help with their taxes and financial bottom line.
Asset Strategy Consultants – Boston (ASC-B) is a professional, independent investment advisory firm to private investors and retirement plan fiduciaries. The firm utilizes prudent process, transparency and full disclosure to strengthen retirement outcomes. ASC-B assists companies and institutions with managing their risks and the responsibilities of sponsoring retirement programs. It also helps individuals to create secure lifetime incomes. The firm provides objective investment management and advice through innovative resources and experience to help clients make informed decisions. Services offered include retirement and estate planning, fiduciary education, investment, asset management and other related services.
The Joseph R. O'Brien Company is a Natick-based tax-preparation and accounting services company. The company assists clients with filling-out 1040 tax forms and manages general bookkeeping.
This Natick-based tax advisor has assisted residents since 1989 with tax issues and concerns, filing and preparation. Call for more information or to make an appointment.
Burke Financial Services is a financial services firm that provides its services to the Natick area. The firm specializes in financial planning and accounting services.
Marshall Karp, PC is a certified public accounting firm that provides tax and accounting services to privately held businesses. The firm offers consulting on tax management, audits, financial statements, and business and financial planning. The office is located on the first floor in Suite 132. See the Web site for more information.
Glynn & Glynn specializes in taxation law for individuals and businesses throughout the Boston area. This law firm offers a wide range of legal services, including wills and deeds as well as estates.
Zack & Company provides income tax preparation, audit representation, business start-up services, payroll reporting and bookkeeping for individuals and businesses. Retirement planning, estate planning and tax planning are also available.